Elmwood Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Berkeley, CA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$316,592
Net value change ($000)
+34,333 (12.2%)
New positions
37
Sold out positions
6
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DDFN 2,826 NEW
AAPL 2,824 42.8%
GOOGL 2,662 96.3%
VIG 2,387 200.6%
SPY 2,179 314.4%
NVDA 1,491 28.0%
BRK-B 1,415 49.8%
ACWI 1,317 NEW
EOCT 1,229 NEW
XLI 1,181 NEW
Top Reduces (Value $000, Stocks/ETFs)
TFLO -2,283 -21.0%
DDFL -1,815 -100.0%
USFR -1,804 -27.7%
NDIV -1,105 -60.3%
EJUL -1,060 -100.0%
BIL -811 -36.4%
NTLA -647 -48.0%
DDFS -478 -100.0%
PIO -414 -32.3%
ORCL -333 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type